CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$794,719
-9.0%
14,849
-4.6%
0.02%
-8.3%
Q2 2023$873,334
-6.4%
15,573
-7.8%
0.02%
-14.3%
Q1 2023$932,884
+15.4%
16,897
+8.1%
0.03%
-6.7%
Q4 2022$808,125
+9.4%
15,625
+9.2%
0.03%
-3.2%
Q2 2022$739,000
-32.4%
14,311
-21.8%
0.03%
-20.5%
Q1 2022$1,094,000
-15.8%
18,311
-10.4%
0.04%
-17.0%
Q4 2021$1,299,000
+41.8%
20,436
+41.2%
0.05%
+30.6%
Q3 2021$916,000
-6.2%
14,477
-2.7%
0.04%
-10.0%
Q2 2021$977,000
+7.6%
14,875
+2.7%
0.04%
-7.0%
Q1 2021$908,000
+4.2%
14,4770.0%0.04%0.0%
Q4 2020$871,000
+33.8%
14,477
+16.0%
0.04%
+16.2%
Q3 2020$651,000
+6.0%
12,477
-0.0%
0.04%0.0%
Q2 2020$614,00012,4800.04%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 733,836$37,873,00050.94%
OIKOS HOLDINGS LLC 1,768,636$91,279,00030.40%
Sageworth Trust Co 4,856,259$250,632,00021.52%
SAM Advisors, LLC 652,744$33,659,00016.86%
Blooom, Inc. 179,808$9,281,00015.95%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 496,548$25,627,00015.81%
Mosaic Advisors LLC 399,256$20,606,00015.43%
UNIVEST FINANCIAL Corp 741,908$38,290,00012.49%
Sunflower Bank, N.A. 1,163,228$60,034,00011.87%
Gibson Wealth Advisors LLC 190,183$9,815,00010.94%
View complete list of VANGUARD STAR FDS shareholders